A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 11,162 shares of SGOV stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,162
Previous 12,321 9.41%
Holding current value
$1.12 Million
Previous $1.24 Million 9.35%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$100.3 - $100.74 $116,247 - $116,757
-1,159 Reduced 9.41%
11,162 $1.12 Million
Q2 2024

Aug 09, 2024

BUY
$100.29 - $100.75 $51,448 - $51,684
513 Added 4.34%
12,321 $1.24 Million
Q1 2024

Apr 15, 2024

SELL
$100.29 - $100.71 $167,484 - $168,185
-1,670 Reduced 12.39%
11,808 $1.19 Million
Q4 2023

Feb 06, 2024

SELL
$100.05 - $100.73 $31,815 - $32,032
-318 Reduced 2.31%
13,478 $1.35 Million
Q3 2023

Oct 12, 2023

SELL
$100.2 - $100.67 $69,338 - $69,663
-692 Reduced 4.78%
13,796 $1.39 Million
Q2 2023

Jul 17, 2023

BUY
$100.18 - $100.63 $153,575 - $154,265
1,533 Added 11.83%
14,488 $1.46 Million
Q1 2023

May 04, 2023

BUY
$100.08 - $100.58 $715,071 - $718,644
7,145 Added 122.98%
12,955 $1.3 Million
Q4 2022

Feb 13, 2023

BUY
$99.97 - $100.37 $580,825 - $583,149
5,810 New
5,810 $581,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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